2B77.DE vs. QDVE.DE
2B77.DE (iShares Ageing Population UCITS ETF) and QDVE.DE (iShares S&P 500 Information Technology Sector UCITS ETF) are both exchange-traded funds - 2B77.DE is a Health & Biotech Equities fund tracking the iSTOXX® FactSet Ageing Population, while QDVE.DE is a Technology Equities fund tracking the S&P 500 Capped 35/20 Information Technology Index. Both are passively managed. Over the past 5 years, 2B77.DE returned 5.15%/yr vs 25.33%/yr for QDVE.DE. A 0.63 correlation means they provide meaningful diversification when combined. 2B77.DE charges 0.40%/yr vs 0.15%/yr for QDVE.DE.
Performance
2B77.DE vs. QDVE.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 2B77.DE achieves a 2.83% return, which is significantly lower than QDVE.DE's 24.06% return.
2B77.DE
- 1D
- 1.81%
- 1M
- -0.25%
- YTD
- 2.83%
- 6M
- 4.00%
- 1Y
- 16.35%
- 3Y*
- 10.94%
- 5Y*
- 5.15%
- 10Y*
- —
QDVE.DE
- 1D
- -2.26%
- 1M
- 13.91%
- YTD
- 24.06%
- 6M
- 23.05%
- 1Y
- 49.27%
- 3Y*
- 30.81%
- 5Y*
- 25.33%
- 10Y*
- 26.04%
2B77.DE vs. QDVE.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
2B77.DE iShares Ageing Population UCITS ETF | 2.83% | 13.27% | 14.30% | 5.16% | -8.98% | 13.25% | 2.39% | 23.81% | -9.53% | 7.26% |
QDVE.DE iShares S&P 500 Information Technology Sector UCITS ETF | 24.06% | 9.99% | 46.12% | 54.14% | -25.83% | 46.77% | 29.69% | 53.86% | 3.04% | 21.00% |
Correlation
The correlation between 2B77.DE and QDVE.DE is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.39 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.42 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.54 |
Correlation (All Time) Calculated using the full available price history since Sep 15, 2016 | 0.63 |
Over the past year, the correlation between 2B77.DE and QDVE.DE has dropped to 0.39 - well below their long-term average of 0.63, suggesting their price drivers have been diverging.
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Return for Risk
2B77.DE vs. QDVE.DE — Risk / Return Rank
2B77.DE
QDVE.DE
2B77.DE vs. QDVE.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Ageing Population UCITS ETF (2B77.DE) and iShares S&P 500 Information Technology Sector UCITS ETF (QDVE.DE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| 2B77.DE | QDVE.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.05 | ||
| Sortino ratioReturn per unit of downside risk | -1.11 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.39 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 2.45 | 3.14 | -0.69 |
| Martin ratioReturn relative to average drawdown | 8.32 | 8.31 | +0.01 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| 2B77.DE | QDVE.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 2.40 | -1.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 1.10 | -0.76 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.19 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 1.07 | -0.64 |
Drawdowns
2B77.DE vs. QDVE.DE - Drawdown Comparison
The maximum 2B77.DE drawdown since its inception was -38.47%, which is greater than QDVE.DE's maximum drawdown of -31.45%. Use the drawdown chart below to compare losses from any high point for 2B77.DE and QDVE.DE.
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Drawdown Indicators
| 2B77.DE | QDVE.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.47% | -31.45% | -7.02% |
Max Drawdown (1Y)Largest decline over 1 year | -6.80% | -15.59% | +8.79% |
Max Drawdown (3Y)Largest decline over 3 years | -20.07% | -29.83% | +9.76% |
Max Drawdown (5Y)Largest decline over 5 years | -20.07% | -29.83% | +9.76% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.45% | — |
Current DrawdownCurrent decline from peak | -1.60% | -3.08% | +1.48% |
Average DrawdownAverage peak-to-trough decline | -5.47% | -5.80% | +0.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.01% | 5.91% | -3.90% |
Volatility
2B77.DE vs. QDVE.DE - Volatility Comparison
The current volatility for iShares Ageing Population UCITS ETF (2B77.DE) is 3.36%, while iShares S&P 500 Information Technology Sector UCITS ETF (QDVE.DE) has a volatility of 7.12%. This indicates that 2B77.DE experiences smaller price fluctuations and is considered to be less risky than QDVE.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 2B77.DE | QDVE.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.36% | 7.12% | -3.76% |
Volatility (6M)Calculated over the trailing 6-month period | 9.17% | 14.85% | -5.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.28% | 20.42% | -8.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.09% | 22.71% | -7.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.52% | 21.73% | -5.21% |
2B77.DE vs. QDVE.DE - Expense Ratio Comparison
2B77.DE has a 0.40% expense ratio, which is higher than QDVE.DE's 0.15% expense ratio.
Dividends
2B77.DE vs. QDVE.DE - Dividend Comparison
Neither 2B77.DE nor QDVE.DE has paid dividends to shareholders.
Frequently Asked Questions
2B77.DE and QDVE.DE have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, QDVE.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
QDVE.DE is cheaper with a 0.15% expense ratio, compared with 0.40% for 2B77.DE.
2B77.DE is categorized as Health & Biotech Equities, while QDVE.DE is Technology Equities. 2B77.DE tracks iSTOXX® FactSet Ageing Population, while QDVE.DE tracks S&P 500 Capped 35/20 Information Technology Index. Their fees differ too: 0.40% for 2B77.DE and 0.15% for QDVE.DE.
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